Global sector Archives – IT Investor

Long-Term Returns Of The Oldest Trusts

ITinvestor — Tue, 01 Feb 2022 16:56:50 +0000

A useful piece of research has just popped into my inbox courtesy of the AIC. It looks at the long-term performance — the last 10, 20, and 30 years to 31 January 2022 — of the oldest investment trusts. It’s in honour of the Queen’s Platinum Jubilee and highlights the 35 investment companies that have…

The post Long-Term Returns Of The Oldest Trusts appeared first on IT Investor.

Keystone Positive Change: Profit And Purpose

ITinvestor — Wed, 05 May 2021 09:00:03 +0000

Baillie Gifford’s newest investment trust, Keystone Positive Change, got off to a volatile start earlier this year but its managers have their eyes fixed firmly on the long term. Perhaps somewhat hastily, I took an initial stake in Keystone when it proposed the manager change in late 2020. I added a little more before the…

The post Keystone Positive Change: Profit And Purpose appeared first on IT Investor.

JPMorgan Global Growth & Income: Concentrating Its Firepower

ITinvestor — Wed, 21 Apr 2021 11:00:49 +0000

JPMorgan Global Growth & Income is quite a mouthful but this investment trust has sneakily become one of my largest positions in the last few years. I first bought in late 2017 and followed this up with two chunky top-ups in 2018. After a decade in charge, the trust’s then-manager decided on a career change…

The post JPMorgan Global Growth & Income: Concentrating Its Firepower appeared first on IT Investor.

10 Years Of Lindsell Train Global Equity

ITinvestor — Wed, 17 Feb 2021 10:00:32 +0000

Next month sees the tenth anniversary of Lindsell Train Global Equity, one of the UK’s most popular funds. At the time of writing, it’s up 373% since it launched which represents an annualised return of 17%. I’ve been invested in this fund since April 2016, so roughly half the time it’s been available. However, it…

The post 10 Years Of Lindsell Train Global Equity appeared first on IT Investor.

Keystone Positive Change: Baillie Gifford’s Latest Win

ITinvestor — Thu, 10 Dec 2020 11:30:07 +0000

Baillie Gifford’s plan for world domination continues. It has been put forward as the new manager of Keystone Investment Trust, which is set to adopt its ‘Positive Change’ investment philosophy. Investors seem to like the idea. The shares closed up 9% on the day the news was announced, having at one point been 16% higher.…

The post Keystone Positive Change: Baillie Gifford’s Latest Win appeared first on IT Investor.

Martin Currie Global Portfolio: A Little-Known Gem?

ITinvestor — Thu, 29 Oct 2020 13:45:53 +0000

Since Zehrid Osmani took over Martin Currie Global Portfolio just over two years ago, it’s become one of the best-performing global investment trusts. Of course, two years is a very short period to judge any investment. Although, as it includes the dip in the last quarter of 2018 and this year’s COVID-19 shakeout, you could…

The post Martin Currie Global Portfolio: A Little-Known Gem? appeared first on IT Investor.

10 Years Of Fundsmith Equity

ITinvestor — Thu, 08 Oct 2020 08:30:17 +0000

On 1 November 2020, the UK’s largest fund, Fundsmith Equity, will celebrate its tenth birthday. A fair amount about this fund has changed over the past decade but a lot more has stayed the same. I’ve long been a fan of Terry Smith and Fundsmith’s no-nonsense approach to investing. Indeed, a copy of Smith’s 1992…

The post 10 Years Of Fundsmith Equity appeared first on IT Investor.

Is QQQ All You Need To Do?

ITinvestor — Fri, 28 Aug 2020 08:40:18 +0000

QQQ is the ticker for the most popular Nasdaq 100 ETF in the US. With $135bn in assets, it’s about five times the size of Fundsmith Equity, the UK’s largest fund. And it’s beaten pretty much every single UK investment trust and open-ended fund over the last decade. What’s in it? QQQ consists of the…

The post Is QQQ All You Need To Do? appeared first on IT Investor.

2020: The Year Of Baillie Gifford

ITinvestor — Wed, 19 Aug 2020 13:45:53 +0000

The various investment trusts and funds run by Baillie Gifford are dominating the performance charts this year. It’s no flash in the pan, though, as their long-term record is arguably even more impressive. Of the 11 investment trusts run by Baillie Gifford, 10 are in profit for 2020. The laggard is UK Growth, which is…

The post 2020: The Year Of Baillie Gifford appeared first on IT Investor.